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SUN 25 OCT 2026 · 146 new pieces this week

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makers + buildersParul Singh
7 Days to $100M, 5 Days to Free ↗
Decision models—a new AI category that makes bounded choices rather than generating text—launched at $100M revenue in a week, then got replicated for $95 in…
Obvious
From Software to Science: Venture Capital’s New Frontier is Atoms↗
Venture capital is shifting from software to physical technologies as AI collapses software development costs and the SaaS model loses defensibility; the…
Akash Bajwa
Capital Stacks For Atoms↗
A deep analysis of how capital structures evolve for hard-asset businesses (energy, manufacturing, space, robotics).
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsFintechEnergy & ClimateManufacturing & IndustrialsCybersecurityRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Wednesday, 14 October 2026

3 pieces
A16Z
Winning the Relay Race: Long-Running Agents in High-Value Customer Journeys↗AI · Enterprise
Lightspeed Venture Partners · Tal Morgenstern
AI for the Real Economy: Our Series A in Zenzap↗AI · Enterprise
Alumni Ventures
The Rise of AI-Native Services: Why the Next Generation of Software Will Sell Outcomes, Not Tools↗AI · Enterprise

Tuesday, 13 October 2026

10 pieces
Tanay Jaipuria · Tanay Jaipuria
The Rise of DeployCos↗AI · Enterprise
Battery Ventures
How AI is Turning ERP Incumbency from an Asset to a Liability↗Enterprise · AI
Greycroft.com
Workday to Acquire C1.ai, a Leading Agentic Identity Platform for People and Agents↗Enterprise · AI
Tomasz Tunguz · Tomasz Tunguz
The Theory 2026 AI Survey Results↗AI · Enterprise
Saastr
The #1 Sign Your New CRO, CMO, CCO, CTO Will Fail: They Aren’t Doing It Themselves↗Market · Enterprise
Better Tomorrow Ventures
Building Agents: Panel with Jean-Denis Greze (Town) & George Kurdin (Monk)↗AI · Enterprise
Ben Yoskovitz
Systems Thinking Needs a Scorecard↗AI · Enterprise
Meritech
Meritech Software Pulse | 09-October-2026↗Enterprise · AI
Accel
AI That Knows What Your Team Knows↗Enterprise · AI
QED Investors · Amias Gerety
Rabbet's moat in real estate development software↗Built World · Enterprise

Monday, 12 October 2026

4 pieces
Sierra Ventures
President of Cisco, Jeetu Patel, on How Trust Is the Unlock for the Agentic Enterprise↗AI · Enterprise · Security
Saastr
The Latest SaaStr AI Agent Playbook for GTM Is Out: Everything We’ve Learned Running SaaStr on 3 Humans and 21+ AI Agents, In One Handy Guide↗AI · Enterprise · MarTech
Sammy Abdullah
The 15 Themes on AI from SaaS Earnings Calls↗Enterprise · AI
Tomasz Tunguz · Tomasz Tunguz
Sales in the Age of AI↗AI · Enterprise

Sunday, 11 October 2026

4 pieces
Euclid Ventures
Why Your Voice AI Agent Isn’t Enough↗AI · Enterprise
Investing in AI · Rob May
AI Progress Is Stalling. Now Is The Best Time To Invest.↗AI · Enterprise
Saastr
Jason’s Takes on This Week’s 20VC: Loyalty Changed for Good, Agents Now Pick Your Vendors, and When to Take the $2 Billion↗Market · AI · Enterprise
Lenny's Newsletter
Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio)↗AI · Enterprise

Saturday, 10 October 2026

3 pieces
Saastr
Atlassian’s Head of AI: We Bolted AI Onto 20+ Apps, Almost Didn’t Ship Chat, and Flipped Our Hiring Toward Juniors↗Enterprise · AI
Stage 2
Your Churn Problem Started in the Comp Plan↗Enterprise · MarTech
Saastr
SaaStr AI App of the Week: Remote. The $300M Payroll Platform Your AI Agent Can Run↗HR · Enterprise

Friday, 9 October 2026

3 pieces
Madrona Ventures
Highlights From the 2026 IA40 Summit: Harnessing the Value of AI↗AI · Infra · Enterprise
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Highlights From the 2026 IA40 Summit↗AI · Infra · Enterprise
Sammy Abdullah
SaaS Multiples Continue to Show a Premium for Growth Over Profitability↗Enterprise

Thursday, 8 October 2026

5 pieces
Investing in AI · Rob May
AvePoint: The $15 Feature That Could Eat a $3B Company↗Enterprise · AI
Saastr
20VC x SaaStr with MongoDB’s Dev Ittycheria: OpenAI Reaccelerates to a $70B Run Rate, a CRO Jumps to a Direct Competitor, and Agents Start Picking Your Vendors↗AI · Enterprise · Market
Sammy Abdullah
Q3 2026 SaaS Multiples Jump↗Enterprise
Saastr
5 Interesting Learnings from Cloudflare at $2.8 Billion in Revenue: 36% Growth, a 20% Layoff, and a Stock at 50x Revenue↗Enterprise · DevTools · Infra
A16Z
You Need a New CFO↗Enterprise · AI

Wednesday, 7 October 2026

2 pieces
Insight Partners
Behind the Investment: Stuut Technologies↗Enterprise · AI
Sammy Abdullah
Q2 2026 S&M Spend at SaaS Companies was 35% of Revenue↗Enterprise

Tuesday, 6 October 2026

6 pieces
Sammy Abdullah
SaaS R&D as a Percent of Revenue Held Steady at 24% in Q2 2026↗Enterprise
Saastr
How Much of Your Customer Support Can AI Really Resolve? The Best Get About 70%. The Median Is 48%. Here’s the Real Data From 13 Vendors↗Enterprise · AI
Sequoia
Access Granted↗Enterprise · AI
Gradient Ventures
Zeroset: Modeling the Enterprise for Long-Horizon Agents↗Infra · Enterprise
SignalFire
150 agents, 20B tokens a day. Here's how modern CTOs actually run AI agents at scale↗DevTools · AI · Enterprise
Bessemer Venture Partners
Meet the founders of Ampersand: Ayan Barua and Lauren Long↗Enterprise · AI
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